Beacon Pointe Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
77,582
+1,363
| +2% | +$435K | 0.26% | 84 |
|
|
2025
Q1 | $20.5M | Sell |
76,219
-1,862
| -2% | -$501K | 0.23% | 102 |
|
|
2024
Q4 | $23.2M | Sell |
78,081
-5,474
| -7% | -$1.62M | 0.26% | 91 |
|
|
2024
Q3 | $22.7M | Sell |
83,555
-606
| -0.7% | -$164K | 0.26% | 88 |
|
|
2024
Q2 | $19.5M | Buy |
84,161
+1,772
| +2% | +$410K | 0.23% | 99 |
|
|
2024
Q1 | $18.8M | Buy |
82,389
+17,033
| +26% | +$3.88M | 0.21% | 116 |
|
|
2023
Q4 | $12.2M | Sell |
65,356
-1,212
| -2% | -$227K | 0.15% | 147 |
|
|
2023
Q3 | $9.93M | Buy |
66,568
+30,802
| +86% | +$4.6M | 0.12% | 163 |
|
|
2023
Q2 | $6.23M | Sell |
35,766
-17,941
| -33% | -$3.13M | 0.1% | 182 |
|
|
2023
Q1 | $8.86M | Buy |
53,707
+15,067
| +39% | +$2.49M | 0.15% | 143 |
|
|
2022
Q4 | $5.71M | Buy |
38,640
+11,414
| +42% | +$1.69M | 0.11% | 174 |
|
|
2022
Q3 | $3.67M | Buy |
27,226
+2,543
| +10% | +$343K | 0.08% | 206 |
|
|
2022
Q2 | $3.43M | Sell |
24,683
-9,177
| -27% | -$1.28M | 0.07% | 238 |
|
|
2022
Q1 | $6.33M | Buy |
33,860
+8,441
| +33% | +$1.58M | 0.09% | 214 |
|
|
2021
Q4 | $4.16M | Sell |
25,419
-5,373
| -17% | -$879K | 0.11% | 161 |
|
|
2021
Q3 | $5.16M | Buy |
30,792
+1,734
| +6% | +$291K | 0.13% | 169 |
|
|
2021
Q2 | $4.8M | Buy |
29,058
+22,960
| +377% | +$3.79M | 0.17% | 119 |
|
|
2021
Q1 | $862K | Sell |
6,098
-1,783
| -23% | -$252K | 0.05% | 220 |
|
|
2020
Q4 | $952K | Buy |
7,881
+2,068
| +36% | +$250K | 0.07% | 203 |
|
|
2020
Q3 | $583K | Sell |
5,813
-1,057
| -15% | -$106K | 0.06% | 215 |
|
|
2020
Q2 | $655K | Buy |
6,870
+3,676
| +115% | +$350K | 0.07% | 198 |
|
|
2020
Q1 | $273K | Buy |
+3,194
| New | +$273K | 0.04% | 245 |
|